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ENPHASE ENERGY INC

ENPH

Holders

2

Combined Value

$95.91M

Combined Shares

2,536,521

Current Price

$54.59

52W High

$73.74

vs 52W High

−26.0%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$15.86$53.64$91.43$129.21Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $99.71Q3 2024 · implied price $113.02Q1 2025 · implied price $62.05Q2 2025 · implied price $39.65Q3 2025 · implied price $35.39Q4 2025 · implied price $32.05Q1 2026 · implied price $37.81Philippe Laffont - Coatue Management · bought 960,700 shares @ ~$99.71 · Q2 2024 (new position)Philippe Laffont - Coatue Management · sold 960,700 shares @ ~$113.02 · Q4 2024 (sold out)Jim Simons - Renaissance Technologies · bought 2,741,584 shares @ ~$39.65 · Q2 2025Philippe Laffont - Coatue Management · bought 843,948 shares @ ~$39.65 · Q2 2025 (new position)Philippe Laffont - Coatue Management · bought 803,945 shares @ ~$35.39 · Q3 2025George Soros - Soros Fund Management · bought 100,000 shares @ ~$35.39 · Q3 2025 (new position)Jim Simons - Renaissance Technologies · sold 574,300 shares @ ~$35.39 · Q3 2025George Soros - Soros Fund Management · bought 300,000 shares @ ~$32.05 · Q4 2025Jim Simons - Renaissance Technologies · sold 1,770,334 shares @ ~$32.05 · Q4 2025Philippe Laffont - Coatue Management · sold 1,647,893 shares @ ~$35.39 · Q4 2025 (sold out)Philippe Laffont - Coatue Management · bought 1,647,893 shares @ ~$37.81 · Q1 2026 (new position)George Soros - Soros Fund Management · sold 400,000 shares @ ~$32.05 · Q1 2026 (sold out)Jim Simons - Renaissance Technologies · sold 8,466 shares @ ~$37.81 · Q1 2026Jim Simons - Renaissance Technologies · bought 500,144 shares @ ~$62.05 · Q1 2025 (new position)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Philippe Laffont - Coatue Management$62.31M0.21%~$37.81+44.4%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$33.60M0.05%~$43.11+26.6%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Philippe Laffont - Coatue ManagementNEW BUY+$62.31M~$37.81
Q1 2026George Soros - Soros Fund ManagementSOLD OUT−$12.82M~$32.05
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$320.1K~$37.81
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$56.74M~$32.05
Q4 2025Philippe Laffont - Coatue ManagementSOLD OUT−$58.32M~$35.39
Q4 2025George Soros - Soros Fund ManagementBUY+$9.62M~$32.05
Q3 2025Philippe Laffont - Coatue ManagementBUY+$28.45M~$35.39
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$20.32M~$35.39
Q3 2025George Soros - Soros Fund ManagementNEW BUY+$3.54M~$35.39
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$108.70M~$39.65
Q2 2025Philippe Laffont - Coatue ManagementNEW BUY+$33.46M~$39.65
Q1 2025Jim Simons - Renaissance TechnologiesNEW BUY+$31.03M~$62.05
Q4 2024Philippe Laffont - Coatue ManagementSOLD OUT−$108.58M~$113.02
Q2 2024Philippe Laffont - Coatue ManagementNEW BUY+$95.79M~$99.71

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202622,536,521+95.6%$95.91M$37.81
Q4 202521,297,094-70.6%$41.57M$32.05
Q3 202534,415,321+8.1%$156.26M$35.39
Q2 202524,085,676+716.9%$162.00M$39.65
Q1 20251500,144-47.9%$31.03M$62.05
Q3 20241960,700UNCH$108.58M$113.02
Q2 20241960,700—$95.79M$99.71